UPCOMING EVENTS
“From educational dinner seminars to a cup of coffee and a second opinion, my goal is simple…to serve.
Education is an important part of all of our client relationships. We believe that the more relevant information you have access to about your finances, the more empowered you will feel to make the best decisions for you and your family. We want to help you understand how changes in the financial environment affect your goals. In addition to ongoing interactions, we offer complementary workshops, seminars, and newsletters.
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EVENT TOPICS INCLUDE:
Retirement Planning
Social Security
Long-Term Care Insurance
Holistic Financial Planning
Leaving a Legacy
Let us know if you or someone you know might be interested in learning more about a topic you see on our website. We’d be happy to schedule some time to share our knowledge and experience.
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RECENT ARTICLES
Market Commentary | April 28th, 2025
Weekly Market CommentaryApril 28th, 2025Week in Review... U.S. equities rose this week, with the S&P 500 and Nasdaq posting their second-best weeks of the year. Both indices recorded their second weekly gain in the past three weeks following the significant early...
Market Commentary | April 21st, 2025
Weekly Market CommentaryApril 21st, 2025Week in Review... U.S. equities experienced a downturn last week, reversing the sharp gains from the previous week. Both the S&P 500 and Nasdaq indices have now fallen for the third time in the last four weeks. Treasuries...
April 14th, 2025
Weekly Market CommentaryApril 14th, 2025Week in Review... Market indexes continued to experience significant volatility as investors adjusted their future expectations in response to increasing global trade tensions. The S&P 500 rose by 5.70% The Dow Jones...
FOLLOW US
RECENT ARTICLES
Market Commentary | April 28th, 2025
Weekly Market CommentaryApril 28th, 2025Week in Review... U.S. equities rose this week, with the S&P 500 and Nasdaq posting their second-best weeks of the year. Both indices recorded their second weekly gain in the past three weeks following the significant early...
Market Commentary | April 21st, 2025
Weekly Market CommentaryApril 21st, 2025Week in Review... U.S. equities experienced a downturn last week, reversing the sharp gains from the previous week. Both the S&P 500 and Nasdaq indices have now fallen for the third time in the last four weeks. Treasuries...
April 14th, 2025
Weekly Market CommentaryApril 14th, 2025Week in Review... Market indexes continued to experience significant volatility as investors adjusted their future expectations in response to increasing global trade tensions. The S&P 500 rose by 5.70% The Dow Jones...